The Fairport team hopes that your New Year is off to a healthy and happy start. We thank you for your continued trust and confidence as we reflect on 2017 and look forward to “inspiring families” for years to come.
To support our valued clients, we continue to grow, develop and source new talent which led to several notable promotions and additions. Fourteen year Fairport veteran Kristen Lucas joined the Leadership Team and was promoted to Director of Marketing. In addition, David Bosak, CFP® was promoted to the role of Analyst and Tia D’Aveta, RP® to the role of Client Service Manager. To maintain our high level of service, we welcomed five new team members over the last twelve months: David Rubis as Advisor, Valerie Murray as Client Service Representative, Sarah Morgan as Operations Coordinator, Katie Sheehan, CFA® as Portfolio Manager and most recently, Michelle Taylor, CRPC® as Advisor. This group has quickly ingrained themselves into our culture and demonstrated tremendous initiative and client commitment – we look forward to what our entire team can accomplish together.
To demonstrate our commitment to women, we launched our new division, Luma Wealth Advisors last spring. Luma Wealth offers women the highly personalized relationship for which Fairport is known, as well as a robust community where women can learn, connect and celebrate. Luma Wealth has generated quite a buzz and we are honored to be considered change-makers and thought leaders, both locally and nationally. We invite you to connect with the Luma Wealth community today: join our mailing list and receive weekly tips and thought leadership, check out our upcoming events and follow us on LinkedIn, Twitter and Facebook.
Exciting initiatives will be coming soon including website enhancements and expanded social media efforts, the announcement of our 2018 Community Beacon recipient and plans for our annual Fairport Night.
Sincere thanks for your loyalty and generous referrals of friends and families to serve and inspire. We wish you a prosperous New Year!